Summit Place Financial Advisors’s Lennar Class A LEN Stock Holding History

Summit Place Financial Advisors’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Buy	11,990 +4,675	+64%	+$418K	0.48%	66
2026 Q1	$635K	Buy	7,315 +2,755	+60%	+$298K	0.31%	71
2025 Q4	$469K	Sell	4,560 -4,365	-49%	-$527K	0.23%	74
2025 Q3	$1.12M	Buy	+8,925	New	+$1.11M	0.53%	60

Other funds holding LEN

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Summit Place Financial Advisors's LEN Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Lennar Class A (LEN) stake by 64% in Q2 2026, buying an estimated $418K and bringing the position to 11,990 shares worth $1.08M. The position accounts for 0.48% of the portfolio, ranked #66.

Summit Place Financial Advisors first reported a position in LEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q3 2025. 307 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Summit Place Financial Advisors held 11,990 shares of Lennar Class A worth $1.08M as of Q2 2026.
Summit Place Financial Advisors bought 4,675 Lennar Class A shares in Q2 2026, an estimated $418K.
Lennar Class A made up 0.48% of Summit Place Financial Advisors's portfolio in Q2 2026, its #66 holding.
Summit Place Financial Advisors first reported a position in Lennar Class A in Q3 2025 and has held it in 4 quarters since.
Summit Place Financial Advisors's Lennar Class A position peaked at $1.12M in Q3 2025.
307 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.